Sunday, December 30, 2018

Customer Deposit not automatically applied to Invoice


The user that is billing the sales order should also have a Deposit application role with Create or Edit or Full level. The Permission Level should be at least Create.


1.    Navigate to Setup > User/Roles > Manage Roles

2.    Click Edit link next to the Role

3.    Navigate to Permissions tab > Transactions subtab

4.    Locate Deposit Application > Check if the Level is Edit or Edit or Full



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